31/03-10   -   Press releases

DundeeWealth Selects Oracle CRM On Demand as Core Platform

Independent Wealth Management Company to Integrate and Expand Key Processes For Improved Cost-Savings and Agility Across Lines of Business

News Facts

- DundeeWealth, a Canadian-owned, independent wealth management company that oversees $67.9 billion in fee earning assets, has selected Oracle® CRM On Demand to integrate and deploy business processes throughout the company for increased topline revenue and optimum customer visibility and service.

- With more than 1,200 employees in North America, DundeeWealth creates and provides investment solutions, as well as capital markets and advisory services for financial advisors, institutions, corporations and foundations through three businesses: investment management, capital markets and financial advisory.

- After a thorough due diligence process to evaluate Oracle CRM On Demand along with two large well known contenders such as Microsoft and Salesforce, DundeeWealth chose industry-leading Oracle CRM On Demand for its agility in deployment, swift return on investment with growth opportunity for sales, while providing the mobility of accessing enterprise-wide information to customer information anytime, anywhere in real-time.

- DundeeWealth expects to deploy Oracle CRM On Demand with an integrated approach to all of its lines of business, including capital market, retail, wholesalers, marketing, compliance, call centre and operations divisions, in order to uplift the company’s CRM platform with reduced maintenance and operation costs and increased analytic tools for business intelligence.

- DundeeWealth will integrate Oracle CRM On Demand in their call centre to enable a holistic view of customer relationship and boost customer service productivity and profitability.

- The ability for DundeeWealth to deploy applications quickly and effectively across business units without the need to customis was also a key component in selecting Oracle CRM On Demand.

- DundeeWealth uses other Oracle software in its stack, including Oracle’s Siebel CRM and Oracle Database for the past five years.

Supporting Quotes

- “Oracle CRM On Demand is the selected solution that offers the integrated solutions to our existing Oracle platform, and combine it with incredible flexibility, mobility, agility and lowered total cost of ownership will position DundeeWealth definitely in a competitive advantage" said To Anh Tran, SVP & CIO, DundeeWealth. “Not only does Oracle provide industry-leading technology, but also an amazing level and commitment to customer support. As we begin our deployment, we are confident that Oracle is with us every step of the way."

- “We are excited to work with DundeeWealth as they begin this great implementation of Oracle CRM On Demand," said Anthony Lye, Senior Vice President of CRM at Oracle. “Oracle CRM On Demand is the definitive answer for any organisation to gain more insight and more productivity across business units."

Supporting Resources

- Oracle CRM On Demand : http://www.oracle.com/applications/feature-oracle-crm-ondemand.html
- Siebel CRM : http://www.oracle.com/us/products/applications/siebel/index.html
- Oracle Database : http://www.oracle.com/us/products/database/index.htm
- DundeeWealth : http://www.dundeewealth.com/

Notes to Editors:

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